08 Feb Release – 8 February 2016
Posted at 12:16h
in Recent Updates
Small changes and fixes including:
- Security improvements
- Partner fee summary report
- IFA logo on investment overviews
- Technical improvements on callback for components
- Service fee check with Maitland unit import
- New employer summary report
- Release partner fee functionality
- Detailed investor account downloads
Tax calculator and tax on withdrawals
The tax table are used to calculate tax in the tax calculator
The same calculator is used on a withdrawal that has tax
Related accounts
Persons and Companies that have some form of relationship e.g husband, wife and family trust can be linked. Combined statements can be drawn for all related accounts.
Fixed initial fees
An initial fee can be specified on a product level. This can be overridden on instrument, investor account and instruction level. This allow taking of a fixed monthly fee. e.g R27.50
* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.
Last Updated on 10 years ago by Walther